See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,249 | $109,817-96.1% | $98,442-95.7% | $167,490-97.5% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 11.47% | 1956.69%-1945.2pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $891 | $3,224-72.4% | $2,960-69.9% | $4,837-81.6% |
| Participant deferral / active EE | $1,528 | $4,673-67.3% | $4,276-64.3% | $6,341-75.9% |
| Admin fee / account holder | $33 | $6,753-99.5% | $5,949-99.4% | $12,309-99.7% |